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Chevron
CVX

Overview Fund Activity

1,842 hedge funds and large institutions have $111B invested in Chevron in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 890 increasing their positions, 684 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
+3
Holders Change %
+0.16%
% of All Funds
49.16%
Holding in Top 10
145
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+28.32%
% of All Funds
3.87%
New
93
Increased
890
Reduced
684
Closed
70
Calls
$2.04B
Puts
$2.34B
Net Calls
-$301M
Net Calls Change
+$482M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$366M
2
BA
BlackRock Advisors
Delaware
+$170M
3
Goldman Sachs
Goldman Sachs
New York
+$152M
4
AAMU
Amundi Asset Management US
Massachusetts
+$149M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$986M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$516M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$405M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$332M
5
IC
Institutional Capital
Illinois
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
1476
Vicus Capital
Pennsylvania
$593K -$9.06K -95 -2%
RVPG
1477
Relative Value Partners Group
$591K – – –
PIA
1478
Peachtree Investment Advisors
Georgia
$589K – – –
MFS
1479
Madrona Financial Services
Washington
$587K -$55.5K -581 -9%
C
1480
CFO4Life
Texas
$586K +$188K +1,966 +47%
JWM
1481
Jacobus Wealth Management
Wisconsin
$576K -$286K -3,000 -33%
ICOM
1482
Investment Counselors of Maryland
Maryland
$576K – – –
MBA
1483
McQueen Ball & Associates
Pennsylvania
$575K -$114K -1,199 -17%
TFF
1484
The Family Firm
Maryland
$575K -$36.6K -383 -6%
IR
1485
IAT Reinsurance
New York
$572K – – –
AIIMS
1486
Analyst IMS Investment Management Services
Israel
$572K – – –
HCC
1487
Hirtle Callaghan & Co
Pennsylvania
$572K +$572K +6,000 New
NFG
1488
Nations Financial Group
Iowa
$571K +$212K +2,227 +59%
AWM
1489
Altavista Wealth Management
North Carolina
$570K +$21.4K +224 +4%
FDCC
1490
Foster Dykema Cabot & Co
Massachusetts
$568K -$32.9K -345 -5%
AAC
1491
Asset Advisors Corp
Georgia
$563K -$28.6K -300 -5%
CCM
1492
Check Capital Management
California
$560K +$7.64K +80 +1%
MFW
1493
Meristem Family Wealth
Minnesota
$557K -$1.34K -14 -0.2%
CWM
1494
Cedar Wealth Management
California
$557K +$33.4K +350 +6%
BWP
1495
BSW Wealth Partners
Colorado
$556K -$99.2K -1,039 -15%
MWP
1496
MYCIO Wealth Partners
Pennsylvania
$553K +$286 +3 +0.1%
CCM
1497
Carderock Capital Management
Maryland
$551K -$73.9K -775 -12%
Edgewood Management
1498
Edgewood Management
Connecticut
$550K -$1.05K -11 -0.2%
JFA
1499
JNBA Financial Advisors
Minnesota
$550K – – –
VWA
1500
V Wealth Advisors
Kansas
$549K +$549K +5,705 New
58 59
60
61 62